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Portfolio (Quarterly) Guide ↗

Raiffeisen Bank International AG

· CIK 0002044885
13F Portfolio $8.5B AUM 861 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 69 New 267 Added 225 Reduced 84 Exited
Page 38 of 40  ·  787 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 83.0 $5K $64.01 +15.7%
742 PSKY CALL PARAMOUNT SKYDANCE CORP COM Communication Services 525.0 $5K $9.86 +8.8%
743 KMB KIMBERLYCLARK CORP Consumer Defensive 47.0 $5K -185.0 -79.7% $109.96 +0.5%
744 DUK DUKE ENERGY CORP Utilities 39.0 $5K NEW $128.33 -5.3%
745 ACN CALL ACCENTURE PLC IRELAND SHS Technology 40.0 $5K $124.45 +49.7%
746 INTU CALL INTUIT Technology 19.0 $5K $261.00 +37.6%
747 LOW CALL LOWES COS Consumer Cyclical 22.0 $5K $220.50 -2.2%
748 CORPAY INC 14.0 $5K -7K -99.8% $335.36
749 ALLY CALL ALLY FINL Financial Services 99.0 $5K $45.96 -7.7%
750 QDEL CALL QUIDELORTHO Healthcare 259.0 $5K $17.52 -14.9%
751 ALLO CALL ALLOGENE THERAPEUTICS Healthcare 2,000.0 $4K $2.08 +4.3%
752 NTR CALL NUTRIEN Basic Materials 65.0 $4K $62.95 +15.6%
753 EAF CALL GRAFTECH INTL LTD SR NT Industrials 689.0 $4K $5.91 +11.8%
754 MET CALL METLIFE Financial Services 46.0 $4K $84.63 +12.6%
755 EBS CALL EMERGENT BIOSOLUTIONS Healthcare 400.0 $3K $8.38 -35.5%
756 TFC CALL TRUIST FINL Financial Services 63.0 $3K $49.83 +0.9%
757 F CALL FORD MTR Consumer Cyclical 219.0 $3K $13.90 +0.6%
758 CRBG COREBRIDGE FINANCIAL INC 100.0 $3K -340.0 -77.3% $28.84
759 CALL AURORA CANNABIS 1,000.0 $3K $2.79
760 VZ CALL VERIZON COMMUNICATIONS Communication Services 57.0 $2K $42.35 +18.5%
Page 38 of 40  ·  787 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Healthcare 11.7%
Financial Services 10.6%
Industrials 9.9%
Communication Services 7.9%
Consumer Cyclical 7.7%
Basic Materials 3.3%
Consumer Defensive 2.2%
Energy 1.8%
Real Estate 1.1%